Tax year 2024 Modernized e-File schema and business rules for individual tax returns and extensions

 

The tables below provide links to the tax year 2024 release memorandum, extensible markup language schema, and business rules for the Modernized e-File (MeF) 1040 series and extensions.

Throughout the year, multiple versions of schema and business rules may be in use at the same time. For each version, the tables below reflect the effective dates in the Assurance Testing System (ATS) and Production System.

Tax year 2024 documents

Tax year 2024 form 1040 series

Version Date available in SOR * ATS date Production date Comments
2024v1.0 06/06/2024 Not valid in ATS Not valid in production  
2024v2.0 07/18/2024 Not valid in ATS Not valid in production  
2024v3.0 08/29/2024 10/28/2024 Not valid in production  
2024v4.0 10/10/2024 11/17/2024 Not valid in production  

Tax year 2024 form 4868

Version Date available in SOR * ATS date Production date Comments
2024v1.0 06/06/2024 Not valid in ATS Not valid in production  

Tax year 2024 form 2350

Version Date available in SOR * ATS date Production date Comments
2024v1.0 06/06/2024 Not valid in ATS Not valid in production  

Form 9465

Version Date available in SOR * ATS date Production date Comments
CUv27.0 06/06/2024 Not valid in ATS Not valid in production 10/09/2024 – Form 9465 business rule change pages only will be made available in the Secure Object Repository on 10/10/2024.

Form 56

Version Date available in SOR * ATS date Production date Comments
CUv23.1 10/12/2023 11/19/2023 01/29/2024  

* Secure Object Repository (SOR)